+52.3%
GM vs ENPH
-1.9%
+54.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | +1.7% | -2.4% | +4.1% | +2.0% |
| 30D | -1.6% | -6.6% | +5.1% | -1.0% |
| 3M | +5.7% | -46.8% | +52.5% | +11.4% |
| 6M | +12.2% | -14.7% | +26.9% | +12.4% |
| YTD | +8.4% | +13.5% | -5.1% | +5.3% |
| 1Y | +52.3% | -0.4% | +52.7% | +46.5% |
| All | +52.3% | -1.9% | +54.2% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling